花旗:多晶硅价格上涨是否可持续取决于是否出台有效政策

格隆汇
Jul 10, 2025

格隆汇7月10日|花旗发表报告指,本周多晶硅市场价格较前周上涨11%至12%,达到每公斤38至40元,过去两周累计上涨18%至21%,受到内地政府防止低于成本价竞争的举措支持,但价格上涨仍待下游客户接受,因其购买力较低。该行认为,多晶硅价格上涨是否可持续,取决于是否出台有效政策以规范太阳能行业的价格竞争和过剩产能。本周,下游太阳能产品价格持续下降,幅度最高达2%,包括太阳能玻璃,因库存压力增加。

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